Frank Calderone
Frank Calderone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Armonk, NY, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 Maple Avenue, Armonk, NY, 10504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frank is an author writing children's books, dedicating minimal time to this activity. He is also the owner of Calderone Financial Services, Inc., a support company, taking about half of Frank's time. Additionally, Frank is a bass player in the HeadFirst band, spending minimal time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations13 states
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